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Financial industry news and events for RIAs.

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TradePMR Announces Cews & Associates Bond Support

By Admin on Sep 17, 2012 1:52:38 PM

Gainesville, FL – September 17, 2012 – TradePMR today announced support for Crews & Associates Bond Platform.
1 min read

TradePMR to Present at T3 Conference

By Admin on Aug 17, 2012 1:53:08 PM

Gainesville, FL – August 17, 2012 – TradePMR announced today its sponsorship of the 2013 T3 Conference February 11-13th 2013 at the Hilton Miami Downtown in Miami, Florida. The conference features David Drucker and Joel Bruckenstein, two of the ...
1 min read

Trade-PMR Launches Complex Options Trading Capabilities

By Admin on Jul 9, 2012 1:53:23 PM

Gainesville, FL – July 9, 2012 – Trade-PMR today announced the launch of complex options order entry capabilities on its advisor workstation. These capabilities enhance Trade-PMR’s options offering by allowing advisors to choose from a variety of ...
1 min read

TradePMR Licenses Morningstar Site Builder

By Admin on Apr 24, 2012 1:53:28 PM

Addition of Morningstar Tools and Content a Significant Benefit to Advisors Gainesville, FL – April 24, 2012 – Today TradePMR announced another significant upgrade to its Advisor Workstation. Using Site Builder, TradePMR has tightly integrated ...
1 min read

TradePMR Announces Dates and Venue for Synergy 2011 Conference

By Admin on Mar 1, 2011 12:55:10 PM

TradePMR’s Synergy 2011 to be held at Hilton Walt Disney World Resort May 4-6 Gainesville, FL – March 1st, 2011 – TradePMR today announced the 2011 version of their annual advisor conference, Synergy, will be held in Orlando, FL at the Hilton Walt ...
1 min read

TradePMR Attends T3 Conference

By Admin on Jan 21, 2011 12:55:27 PM

Gainesville, FL – January 21st, 2011 – TradePMR today announced their participation in the T3 conference to be held at the Grand Hyatt Bonaventure Hotel in Weston Florida, February 16-19th, 2011. The conference features David Drucker and Joel ...
1 min read

TradePMR, Inc Expanding into San Francisco Bay Area

By Admin on Dec 16, 2010 12:55:40 PM

Gainesville, FL – December 16, 2010 – TradePMR, Inc, today announced that in January 2011, Frederick A. Van Den Abbeel, Executive Vice-President responsible for marketing the firm’s brokerage and institutional custody services for Registered ...
1 min read

Ability to Work with Multiple Models Added to Our Advisor Workstation

By Admin on Jul 12, 2010 1:55:52 PM

Addition of Multiple Models enhances trading functionality for Advisors Gainesville, FL – July 12th, 2010 –Today TradePMR announced a significant upgrade to their model trading system. In this new release, advisors are now able to assign any number ...
1 min read

TradePMR Adds Learning Center to its Advisor Workstation

By Admin on Jun 8, 2010 1:56:05 PM

Addition of eLearning content to eCustody platform eases transition for new Advisors Gainesville, FL – June 8th, 2010 – TradePMR today announced the release of the eCustody Learning Center, a portal designed to augment the company’s outstanding ...
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    Sources and Disclosures

    1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019

    22024 T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, January 2024, sponsored by SEI, Advyzon, FP Alpha, Addepar, XLR8, and FMG. T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments. T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.

    3 Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019

    4 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019

    5 EZRA GROUP Wealth Tech Integration Score, Overview, and Methodology. EZRA GROUP and TradePMR are separate and unaffiliated companies. Custodians do not pay a fee to be evaluated and ranked.

    Copyright 2020-2024, Trade-PMR, Inc.
    Securities offered through Trade-PMR Inc, Member FINRA/SIPC. Custodial Services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
    Trade-PMR, Inc. is registered with the Securities and Exchange Commissions (SEC) and the Municipal Securities Rulemaking Board (MSRB). The MSRB website address is www.MSRB.org. The MSRB provides a link to an investor brochure that describes the protections that may be provided by the MSRB rules and how to file a complaint with the appropriate regulatory authority.
    Market volatility, volume, and system availability may impact account access and trade execution.
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